Create an Accountant’s Copy of this QuickBooks Data File

QuickBooks 2012 makes it easier for accountants to do business with client data files. Your client creates the accountant’s copy of this QuickBooks data file by utilizing his type of QuickBooks together with real data file and then either creates a file that the client sends for you (such as for example through the mail or via e-mail) or that Intuit, the maker of QuickBooks, sends for your requirements.

Here’s what your client needs to do in the event that client will need proper care of sending the file to you:

Pick the File?Accountant’s Copy?Client Activities?Save File command.

QuickBooks first displays a message asking your client whether he wants either

An accountant’s copy of this file

A portable or backup copy of this file

You may create an accountant’s copy by choosing File?Create Copy after which seeking the Accountant’s Copy button.

A portable file is a proper, live copy of the QuickBooks data file that’s been slightly scrunched in proportions so that it’s easier to maneuver around (such as for instance by e-mailing the file as an attachment). A backup file is a backup, second copy for the QuickBooks file you create (usually) so you have a copy associated with the QuickBooks data file in case something bad happens towards the original QuickBooks data file.

Select Accountant’s Copy and then click Next to continue.

Specify a dividing date.

When a customer clicks the second button to continue aided by the Create An Accountant’s Copy In QuickBooks, QuickBooks asks him for the dividing date. Transactions falling before this date may be edited only within the accountant’s copy. Transactions falling after this data can be edited inside both the accountant’s copy therefore the client’s copy.

Click Next to continue.

Another message appears, telling the customer that QuickBooks must close most of the windows to create an accountant’s copy. QuickBooks could also tell your client to insert a disk.

Click OK and insert the disk (if necessary).

QuickBooks displays the Save Accountant’s Copy dialog box.

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Name the accountant’s copy.

Utilize the File Name box regarding the Save Accountant’s Copy dialog box to name the accountant’s copy of the QuickBooks data file. If required, the customer also can utilize the Save In drop-down list to specify where the accountant’s copy of the QuickBooks data file ought to be saved.

The customer needs to remember where the accountant’s copy of the file gets saved. This file is directed at the accountant — via e-mail, snail-mail, or saved onto a disk — to enable the accountant in order to make use of it.

Create the file.

Following the client names the accountant’s copy of the info file and indicates, if necessary, where the accountant’s copy should really be saved, your client clicks Save. QuickBooks then saves an accountant’s copy associated with QuickBooks data file.

This data file will be transmitted towards the accountant because of the client. To phrase it differently, the client has to snail-mail or e-mail the file.

Your e-mail provider may limit the dimensions of attachments (including QuickBooks files) that you could send via e-mail. If the size thing fouls you up, you can upload the QuickBooks file towards the Intuit website by selecting File?Accountant’s Copy?Client Activities?Send to Accountant. Intuit then sends your accountant a note with a clickable link that she can used to grab the file.

Accountant copies take advantage of three files types. The Accountant Transfer File (because of the .qbx file extension) is really what a client creates and gives towards the accountant. The particular Accountant’s Copy (because of the .qba file extension) is what the accountant works with after she or he opens the Accountant Transfer File. Last but not least, there’s the Accountant Export File (with all the .qby file extension).